RIA Advisory Group LLC cut its position in FedEx Corporation (NYSE:FDX – Free Report) by 51.4% during the fourth quarter, Holdings Channel reports. The firm owned 5,012 shares of the shipping service provider’s stock after selling 5,304 shares during the period. RIA Advisory Group LLC’s holdings in FedEx were worth $1,448,000 as of its most recent filing with the SEC.
Other hedge funds have also modified their holdings of the company. Ulland Investment Advisors LLC acquired a new position in shares of FedEx in the fourth quarter valued at about $29,000. ORG Partners LLC increased its holdings in shares of FedEx by 50.0% in the fourth quarter. ORG Partners LLC now owns 105 shares of the shipping service provider’s stock valued at $30,000 after purchasing an additional 35 shares during the period. Camelot Portfolios LLC acquired a new position in shares of FedEx in the fourth quarter valued at about $31,000. Grey Fox Wealth Advisors LLC acquired a new position in shares of FedEx in the third quarter valued at about $27,000. Finally, Wealth Watch Advisors INC acquired a new position in shares of FedEx in the third quarter valued at about $28,000. 84.47% of the stock is owned by institutional investors and hedge funds.
Analyst Ratings Changes
A number of brokerages have recently commented on FDX. Stephens restated an “overweight” rating and issued a $435.00 target price on shares of FedEx in a research note on Tuesday, April 14th. HSBC upgraded FedEx from a “reduce” rating to a “hold” rating and set a $360.00 target price on the stock in a research note on Friday, March 20th. The Goldman Sachs Group upped their target price on FedEx from $364.00 to $369.00 and gave the stock a “buy” rating in a research note on Friday, March 13th. Evercore upped their target price on FedEx from $364.00 to $380.00 in a research note on Tuesday, February 24th. Finally, Wall Street Zen downgraded FedEx from a “strong-buy” rating to a “buy” rating in a research note on Sunday, April 12th. Eighteen equities research analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, FedEx presently has a consensus rating of “Moderate Buy” and a consensus target price of $398.04.
FedEx News Summary
Here are the key news stories impacting FedEx this week:
- Positive Sentiment: March quarter earnings beat and revenue upside reinforce fundamentals — FedEx reported $5.25 EPS vs. $4.12 expected and revenue of ~$24B, supporting profitability and the company’s freight/parcel positioning (helps justify longer-term valuation).
- Positive Sentiment: Index/market visibility: FedEx hit a recent high after a freight-related shift in the NYSE Composite, which can boost passive flows and investor attention. Read More.
- Neutral Sentiment: Executive recognition — a FedEx IT leader was honored at the 2026 Tennessee ORBIE Awards, signaling organizational strength in tech and security but with limited direct near-term market impact. Read More.
- Neutral Sentiment: Strategic partnerships: FedEx is a corporate backer of Ridgeline’s Fund II, showing continued venture/innovation investing but little immediate earnings effect. Read More.
- Neutral Sentiment: Peer/industry note — Ryder’s improved used-vehicle sales and operational discipline point to healthier freight demand broadly; relevant for sector sentiment but not a direct FedEx driver. Read More.
- Negative Sentiment: Tariff refunds: Following a Supreme Court ruling on import duties, FedEx (and UPS) pledged to return tariff collections to customers — this creates a near-term cash outflow and potential margin pressure, and likely contributed to the share pullback. Read More.
- Negative Sentiment: Immediate market reaction: Coverage notes FDX traded lower while the broader market rose, reflecting profit-taking after a strong run and concerns about near-term headwinds. Read More.
- Negative Sentiment: Valuation / momentum check — commentary asks whether recent gains (large YTD/1?year returns) leave less upside and make the stock vulnerable to pullbacks if growth softens. Read More.
Insiders Place Their Bets
In other FedEx news, Director Susan C. Schwab sold 5,795 shares of the stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $369.00, for a total transaction of $2,138,355.00. Following the transaction, the director owned 10,038 shares in the company, valued at approximately $3,704,022. This represents a 36.60% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Kawal Preet sold 4,900 shares of the stock in a transaction that occurred on Tuesday, April 14th. The stock was sold at an average price of $367.89, for a total value of $1,802,661.00. Following the transaction, the executive vice president owned 10,953 shares in the company, valued at $4,029,499.17. This represents a 30.91% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 48,104 shares of company stock worth $17,599,006. Company insiders own 0.53% of the company’s stock.
FedEx Stock Performance
Shares of FDX stock opened at $393.79 on Friday. The company has a market capitalization of $93.96 billion, a P/E ratio of 20.96, a P/E/G ratio of 1.49 and a beta of 1.29. The business’s 50 day moving average is $370.95 and its two-hundred day moving average is $319.59. The company has a current ratio of 1.47, a quick ratio of 1.44 and a debt-to-equity ratio of 0.77. FedEx Corporation has a 12-month low of $211.89 and a 12-month high of $404.03.
FedEx (NYSE:FDX – Get Free Report) last issued its quarterly earnings results on Thursday, March 19th. The shipping service provider reported $5.25 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.12 by $1.13. The company had revenue of $24 billion for the quarter, compared to the consensus estimate of $23.44 billion. FedEx had a return on equity of 16.76% and a net margin of 4.88%.FedEx’s revenue for the quarter was up 8.3% on a year-over-year basis. During the same quarter in the prior year, the business posted $4.51 earnings per share. Analysts expect that FedEx Corporation will post 19.72 EPS for the current fiscal year.
FedEx Announces Dividend
The firm also recently declared a quarterly dividend, which was paid on Wednesday, April 1st. Shareholders of record on Monday, March 9th were given a dividend of $1.45 per share. The ex-dividend date was Monday, March 9th. This represents a $5.80 dividend on an annualized basis and a yield of 1.5%. FedEx’s dividend payout ratio is currently 30.87%.
FedEx Company Profile
FedEx Corporation (NYSE: FDX) is a global logistics and courier company headquartered in Memphis, Tennessee. Founded by Frederick W. Smith in 1971 and beginning operations in the early 1970s, the company pioneered overnight express shipping and has since expanded into a diversified portfolio of transportation, e-commerce and supply-chain services. FedEx operates an integrated air-and-ground network that moves parcels, freight and documents for businesses and consumers worldwide.
FedEx’s core operating segments include express parcel delivery via its FedEx Express division, domestic and residential parcel delivery through FedEx Ground, less-than-truckload (LTL) freight services, and logistics and supply-chain management solutions.
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